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Penguin Solutions, Inc.

PENG
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001616533

In the last 90 days, Penguin Solutions, Inc. insiders filed 0 open-market purchases and 3 sales; 353 institutions reported holding it in 13F filings for Q2 2026, worth $4.34B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Penguin Solutions, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
227
−2 vs. Q4 2025
Shares held
57.6M
+6.15M (+12.0%) vs. Q4 2025
Total value
$1.02B
+$10.2M (+1.0%) vs. Q4 2025
New holders
36
77 more added
Sold out
38
93 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PENG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 227 institutions
Q1 2021: 132 institutionsQ2 2021: 161 institutionsQ3 2021: 161 institutionsQ4 2021: 215 institutionsQ1 2022: 214 institutionsQ2 2022: 202 institutionsQ3 2022: 189 institutionsQ4 2022: 182 institutionsQ1 2023: 174 institutionsQ2 2023: 194 institutionsQ3 2023: 183 institutionsQ4 2023: 182 institutionsQ1 2024: 210 institutionsQ2 2024: 198 institutionsQ3 2024: 195 institutionsQ4 2024: 195 institutionsQ1 2025: 199 institutionsQ2 2025: 205 institutionsQ3 2025: 253 institutionsQ4 2025: 233 institutionsQ1 2026: 227 institutionsQ2 2026: 353 institutions
Value heldQ1 2026: $1.02B
Q1 2021: $1.17BQ2 2021: $1.20BQ3 2021: $1.12BQ4 2021: $1.83BQ1 2022: $1.38BQ2 2022: $856.5MQ3 2022: $821.7MQ4 2022: $745.5MQ1 2023: $861.4MQ2 2023: $1.55BQ3 2023: $1.32BQ4 2023: $1.03BQ1 2024: $1.46BQ2 2024: $1.28BQ3 2024: $1.18BQ4 2024: $1.12BQ1 2025: $1.02BQ2 2025: $1.04BQ3 2025: $1.52BQ4 2025: $1.13BQ1 2026: $1.02BQ2 2026: $4.34B
Institutions holding PENG and their total value by quarter
QuarterHoldersValue
Q2 2026353$4.34B
Q1 2026227$1.02B
Q4 2025233$1.13B
Q3 2025253$1.52B
Q2 2025205$1.04B
Q1 2025199$1.02B
Q4 2024195$1.12B
Q3 2024195$1.18B
Q2 2024198$1.28B
Q1 2024210$1.46B
Q4 2023182$1.03B
Q3 2023183$1.32B
Q2 2023194$1.55B
Q1 2023174$861.4M
Q4 2022182$745.5M
Q3 2022189$821.7M
Q2 2022202$856.5M
Q1 2022214$1.38B
Q4 2021215$1.83B
Q3 2021161$1.12B
Q2 2021161$1.20B
Q1 2021132$1.17B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Penguin Solutions, Inc.; share changes are against Q4 2025.

Institutions holding PENG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd15,978$281.0K0.19%+443+2.9%Added
Amundi17,347$305.3K0.00%−134,096−88.5%Reduced
Millennium Management LLC17,405$306.3K0.00%−44,999−72.1%Reduced
Susquehanna International Group, LLP17,446$307.1K0.00%+17,446New
Citigroup Inc18,304$322.1K0.00%−1,186−6.1%Reduced
State of Tennessee, Treasury Department18,664$328.5K0.00%−4,039−17.8%Reduced
Boothbay Fund Management, LLC18,748$330.0K0.01%+18,748New
Inceptionr LLC19,285$339.4K0.08%+19,285New
Martingale Asset Management L P19,462$342.5K0.01%−8,739−31.0%Reduced
Vanguard Global Advisers, LLC19,549$344.1K0.00%+19,549New
Spirepoint Private Client, LLC20,177$355.1K0.03%+6,501+47.5%Added
PEAK6 LLC20,341$358.0K0.01%−3,775−15.7%Reduced
Louisiana State Employees Retirement System21,200$373.1K0.01%−800−3.6%Reduced
Wolverine Asset Management LLC21,839$384.4K0.01%+21,839New
Pathstone Holdings, LLC23,443$412.6K0.00%−1,536−6.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)23,485$413.3K0.00%+7,814+49.9%Added
Guggenheim Capital LLC23,780$418.5K0.00%+3,865+19.4%Added
Janus Henderson Group PLC24,238$426.6K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.24,273$427.2K0.01%−621−2.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.24,413$429.7K0.00%+207+0.9%Added
Franklin Resources Inc25,489$448.6K0.00%−19,691−43.6%Reduced
Illinois Municipal Retirement Fund27,441$483.0K0.01%+4,183+18.0%Added
Quantinno Capital Management LP28,318$498.4K0.00%+4,036+16.6%Added
Hancock Whitney Corp16,752$509.4K0.01%+486+3.0%Added
LPL Financial LLC29,069$511.6K0.00%−59,592−67.2%Reduced
MetLife Investment Management30,964$545.0K0.00%−320−1.0%Reduced
Thrivent Financial for Lutherans31,925$562.0K0.00%−1,128−3.4%Reduced
Vanguard Asset Management, Ltd32,705$575.6K0.00%+32,705New
Los Angeles Capital Management LLC32,939$579.7K0.00%+14,975+83.4%Added
Vinva Investment Management Ltd25,253$598.3K0.01%+25,253New
CWM Advisors, LLC34,997$615.9K0.04%+7,297+26.3%Added
Allspring Global Investments Holdings, LLC33,940$619.4K0.00%+3,518+11.6%Added
Fisher Asset Management, LLC38,488$677.4K0.00%+1,889+5.2%Added
Stifel Financial Corp39,729$699.2K0.00%+1,025+2.6%Added
Pinnacle Associates Ltd41,897$737.4K0.01%−4,996−10.7%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital43,794$770.8K0.01%+43,794New
State of Alaska, Department of Revenue46,720$821.0K0.01%−856−1.8%Reduced
Virtus ETF Advisers LLC47,596$837.7K0.39%−18,000−27.4%Reduced
First Trust Advisors LP49,067$863.6K0.00%+34,691+241.3%Added
Engineers Gate Manager LP49,595$872.9K0.01%+24,082+94.4%Added
Creative Planning49,625$873.4K0.00%+8,962+22.0%Added
Needham Investment Management LLC50,000$880.0K0.04%−52,500−51.2%Reduced
Prudential Financial Inc50,566$890.0K0.00%+4,950+10.9%Added
Toroso Investments, LLC51,133$899.9K0.00%+20,661+67.8%Added
Voya Investment Management LLC53,701$945.1K0.00%−5,832−9.8%Reduced
New York State Common Retirement Fund54,908$966.4K0.00%00.0%Unchanged
Fifth Third Bancorp55,479$976.4K0.00%+55,261+25,349.1%Added
Mackenzie Financial Corp60,965$1.07M0.00%+9,616+18.7%Added
XTX Topco Ltd62,502$1.10M0.02%−14,976−19.3%Reduced
Man Group plc64,104$1.13M0.00%+36,152+129.3%Added
Price T Rowe Associates Inc64,108$1.13M0.00%+9,397+17.2%Added
Lazard Asset Management LLC64,460$1.13M0.00%−255,278−79.8%Reduced
Federated Hermes, Inc.65,800$1.16M0.00%−212−0.3%Reduced
Pacific Ridge Capital Partners, LLC66,272$1.17M0.25%+5,442+8.9%Added
Brevan Howard Capital Management LP66,969$1.18M0.01%−1,933−2.8%Reduced
California State Teachers Retirement System74,580$1.31M0.00%+25,763+52.8%Added
JPMorgan Chase & Co87,149$1.42M0.00%−83,068−48.8%Reduced
Ameriprise Financial Inc85,793$1.51M0.00%−441,739−83.7%Reduced
Bank of Montreal93,238$1.64M0.00%−166,786−64.1%Reduced
Swiss National Bank98,200$1.73M0.00%00.0%Unchanged
Nuveen, LLC100,733$1.77M0.00%−2,718−2.6%Reduced
Raymond James Financial Inc103,702$1.83M0.00%−3,760−3.5%Reduced
Legal & General Group Plc104,259$1.83M0.00%−9,996−8.7%Reduced
Susquehanna Fundamental Investments, LLC106,163$1.87M0.07%+54,187+104.3%Added
Bank of America Corp110,572$1.95M0.00%−10,364−8.6%Reduced
CWA Asset Management Group, LLC114,097$2.01M0.07%+25,800+29.2%Added
Victory Capital Management Inc117,560$2.07M0.00%+4,284+3.8%Added
Balyasny Asset Management LLC135,624$2.39M0.00%+121,976+893.7%Added
Wedge Capital Management L L P140,878$2.48M0.05%+140,878New
Bessemer Group Inc142,041$2.50M0.00%−80.0%Reduced
Rhumbline Advisers145,350$2.56M0.00%+2,525+1.8%Added
HSBC Holdings PLC151,812$2.59M0.00%−59,561−28.2%Reduced
Marshall Wace, LLP147,767$2.60M0.00%−68,579−31.7%Reduced
Optimize Financial Inc153,470$2.70M1.33%+97,116+172.3%Added
Segall Bryant & Hamill, LLC156,366$2.75M0.04%−51,761−24.9%Reduced
AQR Capital Management LLC172,638$3.04M0.00%−4,090−2.3%Reduced
ArrowMark Colorado Holdings LLC173,782$3.06M0.08%−409,000−70.2%Reduced
SEI Investments Co173,981$3.06M0.00%+31,212+21.9%Added
CastleKnight Management LP180,092$3.17M0.15%−14,695−7.5%Reduced
Two Sigma Investments, LP186,235$3.28M0.00%−97,731−34.4%Reduced
Nordea Investment Management AB198,241$3.28M0.00%−7,336−3.6%Reduced
Royal Bank of Canada192,135$3.38M0.00%−88,061−31.4%Reduced
Peregrine Capital Management LLC222,924$3.92M0.15%−21,426−8.8%Reduced
Phocas Financial Corp.230,769$4.06M0.64%−64,814−21.9%Reduced
Principal Financial Group Inc232,673$4.10M0.00%+3,242+1.4%Added
D. E. Shaw & Co., Inc.232,911$4.10M0.00%+118,543+103.7%Added
Public Sector Pension Investment Board234,453$4.13M0.01%+11,510+5.2%Added
State of Wisconsin Investment Board243,981$4.29M0.01%−12,122−4.7%Reduced
UBS Asset Management Americas Inc249,082$4.38M0.00%+3,800+1.5%Added
Pacer Advisors, Inc.261,776$4.61M0.01%+66,460+34.0%Added
Nomura Holdings Inc272,000$4.79M0.04%+11,461+4.4%Added
Alyeska Investment Group, L.P.284,092$5.00M0.01%+284,092New
P.A.W. Capital Corp305,500$5.38M4.30%+5,500+1.8%Added
Bank of New York Mellon Corp309,576$5.45M0.00%−13,664−4.2%Reduced
Vanguard Fiduciary Trust Co312,073$5.49M0.00%+312,073New
Citadel Advisors LLC319,619$5.63M0.00%+1,301+0.4%Added
Deutsche Bank AG327,664$5.77M0.00%−641,179−66.2%Reduced
BNP Paribas Arbitrage, SA415,407$7.31M0.00%+92,345+28.6%Added
Clearbridge Investments, LLC430,807$7.58M0.01%−15,339−3.4%Reduced
Wells Fargo & Company464,372$8.17M0.00%−39,953−7.9%Reduced